Cascade Financial Strategies
“Access to the planning software dashboard gave us the opportunity to explore different potential scenarios.”
Best Financial Advisors in Bend, OR
24 firms listed · all 24 in Bend · 1 open weekends · 15 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Axiom Wealth Strategies
“We really appreciate how well he communicates with us, keeping up to date on all the current trends within the investment industry.”
Living Earth Investments
“He quickly responded to each question and provided me with good information/direction.”
Kalyx Capital Management
“I've had the pleasure of working with Ben Petersen as my financial adviser for several years now and I cannot recommend him highly enough.”
Fowler & Co.
“You can trust that your tax matters with be handled with incredible attention to detail and care if you ever choose to have them assist you with you tax matters!”
Jones & Roth Cpas & Business Advisors
The 24 firms listed for Bend, OR provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Bend, OR
All 24 firms we list here are in Bend itself. We have 31 firms in Bend on file; this page shows the highest-rated 24. 15 of the firms on this page have a rating, and all of them are rated 5.0, across 131 reviews. 1 is open on weekends. The services the firms on this page list most often on their websites are financial planning (3), retirement planning (3) and our approach (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. 17 have ten or more years of experience, the longest 22 years. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 17 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Bend take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Miller Ferrari Wealth Management
“I spent years wasting my money and time w large established financial planning companies such as Merrill Lynch.”
Northwind Financial
“Not only are his rates very reasonable, BJ is incredibly patient and generous in sharing his substantial knowledge about financial products, in a way that has been quite educational and profitable.”
Raymond James: Kettering Investment Strategies
“My husband and I have been investing with Matt Kettering for years and couldn't be happier with his attention to detail, communication skills, and professional advice.”
Strategic Wealth Management
“The communication is impeccable and attention to detail qualifying the financial needs of the customer is fantastic.”
Paltzer Wealth Management
“Jake and Susan have always treated me very well.”
Klein Investment Strategies
Green Tree Wealth
“With his expertise and advice we have been happily retired for 6 years.”
Zivney Financial Group
Thalassa Capital
LPL Financial
“Got some good advice and opinions on our investing.”
Kleinsmith Resource Management
JDJ Financial Group
Eagle Wealth Management
Aspire Wealth Advisors
Rosell Wealth Management
Capstone Wealth Management
Wells Financial Consulting Group, D.A. Davidson & Co.
Blue Anchor Wealth Advisors
Why these companies made our list
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